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Citicorp services India private Limited · posted 5 months ago
Job Description
The Client Onboarding Lead provides full leadership and supervisory
responsibility. Provides operational/service leadership and direction to
team(s). Applies in-depth disciplinary knowledge through provision of
value-added perspectives or advisory services. May contribute to the
development of new techniques, models and plans within area of expertise.
Strong communication and diplomacy skills are required. Generally, has
responsibility for volume, quality, timeliness of end results and shared
responsibility for planning and budgets. The role acts as an SME on account
opening / KYC related matters which mainly constitute adherence to FPI
Regulations. Full supervisory responsibility, ensuring motivation and
development of team through professional leadership to include duties such as
performance evaluation, compensation, hiring, disciplinary and terminations as
well as direction of daily tasks and responsibilities.
Responsibilities:
· Responsible for ensuring a quick and seamless onboarding and account opening experience for our clients by leading a team of CAOs. Our ultimate goal is to exceed our clients’ expectations by constantly innovating to improve the onboarding and account opening processes.
·
Motivate and lead a team of CAOs to be their best every day so that the
overall SLA with the clients are met thereby enhancing the overall client
satisfaction levels.Be a driving force for positive innovation and change in
order to continuously improve our onboarding and account opening for clients.
This includes processes, technology, and client service.
·
Act as an SME for KYC, FATCA, FPI regulations, Escrow account openings, DDP
process including review of CAF forms, Renewals of FPI license etc.
Be a proactive risk manager to ensure requests are processed in a timely
manner with the highest quality
·
Establish relationships and meet regularly with client executives CEs,
Implementations team, DDP team etc
· Lead by example and work to onboard new client relationships and additional members by completing client risk profiles and process relationship updates using Citi onboarding applications, including processing account opening or maintenance requests in a timely manner